Civic Intelligence

Sather Financial Group Inc.

Plan context: Sather Financial Group Inc. 401(K) Retirement Savings Plan

EIN 74-2886520 • Victoria, TX • 22 filings • 2 plans

120 E Constitution StVictoria, TX 77901
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$5,175,591

2024 Contributions

$212,462

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,175,591$2,587,796$0200320142024YearValue
$5,175,591Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200320142024YearValue
11Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024111$5,175,591$212,462$19,315iApproximate average salary by contribution assumption: employee only about $482,868 at 4% or $321,912 at 6%; with 50% employer match about $321,912 at 4% or $214,608 at 6%; with 100% employer match about $241,434 at 4% or $160,956 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-11$5,175,591$212,462$19,315iApproximate average salary by contribution assumption: employee only about $482,868 at 4% or $321,912 at 6%; with 50% employer match about $321,912 at 4% or $214,608 at 6%; with 100% employer match about $241,434 at 4% or $160,956 at 6%.
2023110$4,325,279$194,943$19,494iApproximate average salary by contribution assumption: employee only about $487,358 at 4% or $324,905 at 6%; with 50% employer match about $324,905 at 4% or $216,603 at 6%; with 100% employer match about $243,679 at 4% or $162,453 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-10$4,325,279$194,943$19,494iApproximate average salary by contribution assumption: employee only about $487,358 at 4% or $324,905 at 6%; with 50% employer match about $324,905 at 4% or $216,603 at 6%; with 100% employer match about $243,679 at 4% or $162,453 at 6%.
202219$3,256,602$184,616$20,513iApproximate average salary by contribution assumption: employee only about $512,822 at 4% or $341,881 at 6%; with 50% employer match about $341,881 at 4% or $227,921 at 6%; with 100% employer match about $256,411 at 4% or $170,941 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-9$3,256,602$184,616$20,513iApproximate average salary by contribution assumption: employee only about $512,822 at 4% or $341,881 at 6%; with 50% employer match about $341,881 at 4% or $227,921 at 6%; with 100% employer match about $256,411 at 4% or $170,941 at 6%.
202117$3,828,845$157,180$22,454iApproximate average salary by contribution assumption: employee only about $561,357 at 4% or $374,238 at 6%; with 50% employer match about $374,238 at 4% or $249,492 at 6%; with 100% employer match about $280,679 at 4% or $187,119 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-7$3,828,845$157,180$22,454iApproximate average salary by contribution assumption: employee only about $561,357 at 4% or $374,238 at 6%; with 50% employer match about $374,238 at 4% or $249,492 at 6%; with 100% employer match about $280,679 at 4% or $187,119 at 6%.
202017$2,943,505$136,848$19,550iApproximate average salary by contribution assumption: employee only about $488,743 at 4% or $325,829 at 6%; with 50% employer match about $325,829 at 4% or $217,219 at 6%; with 100% employer match about $244,371 at 4% or $162,914 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-7$2,943,505$136,848$19,550iApproximate average salary by contribution assumption: employee only about $488,743 at 4% or $325,829 at 6%; with 50% employer match about $325,829 at 4% or $217,219 at 6%; with 100% employer match about $244,371 at 4% or $162,914 at 6%.
201917$2,413,288$145,758$20,823iApproximate average salary by contribution assumption: employee only about $520,564 at 4% or $347,043 at 6%; with 50% employer match about $347,043 at 4% or $231,362 at 6%; with 100% employer match about $260,282 at 4% or $173,521 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-7$2,413,288$145,758$20,823iApproximate average salary by contribution assumption: employee only about $520,564 at 4% or $347,043 at 6%; with 50% employer match about $347,043 at 4% or $231,362 at 6%; with 100% employer match about $260,282 at 4% or $173,521 at 6%.
201818$1,892,315$149,055$18,632iApproximate average salary by contribution assumption: employee only about $465,797 at 4% or $310,531 at 6%; with 50% employer match about $310,531 at 4% or $207,021 at 6%; with 100% employer match about $232,898 at 4% or $155,266 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-8$1,892,315$149,055$18,632iApproximate average salary by contribution assumption: employee only about $465,797 at 4% or $310,531 at 6%; with 50% employer match about $310,531 at 4% or $207,021 at 6%; with 100% employer match about $232,898 at 4% or $155,266 at 6%.
201718$1,768,007$140,576$17,572iApproximate average salary by contribution assumption: employee only about $439,300 at 4% or $292,867 at 6%; with 50% employer match about $292,867 at 4% or $195,244 at 6%; with 100% employer match about $219,650 at 4% or $146,433 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-8$1,768,007$140,576$17,572iApproximate average salary by contribution assumption: employee only about $439,300 at 4% or $292,867 at 6%; with 50% employer match about $292,867 at 4% or $195,244 at 6%; with 100% employer match about $219,650 at 4% or $146,433 at 6%.
201618$1,375,439$120,238$15,030iApproximate average salary by contribution assumption: employee only about $375,744 at 4% or $250,496 at 6%; with 50% employer match about $250,496 at 4% or $166,997 at 6%; with 100% employer match about $187,872 at 4% or $125,248 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-8$1,375,439$120,238$15,030iApproximate average salary by contribution assumption: employee only about $375,744 at 4% or $250,496 at 6%; with 50% employer match about $250,496 at 4% or $166,997 at 6%; with 100% employer match about $187,872 at 4% or $125,248 at 6%.
201518$1,146,071$111,185$13,898iApproximate average salary by contribution assumption: employee only about $347,453 at 4% or $231,635 at 6%; with 50% employer match about $231,635 at 4% or $154,424 at 6%; with 100% employer match about $173,727 at 4% or $115,818 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-8$1,146,071$111,185$13,898iApproximate average salary by contribution assumption: employee only about $347,453 at 4% or $231,635 at 6%; with 50% employer match about $231,635 at 4% or $154,424 at 6%; with 100% employer match about $173,727 at 4% or $115,818 at 6%.
201416$1,065,532$97,310$16,218iApproximate average salary by contribution assumption: employee only about $405,458 at 4% or $270,306 at 6%; with 50% employer match about $270,306 at 4% or $180,204 at 6%; with 100% employer match about $202,729 at 4% or $135,153 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-6$1,065,532$97,310$16,218iApproximate average salary by contribution assumption: employee only about $405,458 at 4% or $270,306 at 6%; with 50% employer match about $270,306 at 4% or $180,204 at 6%; with 100% employer match about $202,729 at 4% or $135,153 at 6%.
201316$883,037$90,491$15,082iApproximate average salary by contribution assumption: employee only about $377,046 at 4% or $251,364 at 6%; with 50% employer match about $251,364 at 4% or $167,576 at 6%; with 100% employer match about $188,523 at 4% or $125,682 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-6$883,037$90,491$15,082iApproximate average salary by contribution assumption: employee only about $377,046 at 4% or $251,364 at 6%; with 50% employer match about $251,364 at 4% or $167,576 at 6%; with 100% employer match about $188,523 at 4% or $125,682 at 6%.
201216$669,236$83,851$13,975iApproximate average salary by contribution assumption: employee only about $349,379 at 4% or $232,919 at 6%; with 50% employer match about $232,919 at 4% or $155,280 at 6%; with 100% employer match about $174,690 at 4% or $116,460 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-6$669,236$83,851$13,975iApproximate average salary by contribution assumption: employee only about $349,379 at 4% or $232,919 at 6%; with 50% employer match about $232,919 at 4% or $155,280 at 6%; with 100% employer match about $174,690 at 4% or $116,460 at 6%.
201116$525,475$76,146$12,691iApproximate average salary by contribution assumption: employee only about $317,275 at 4% or $211,517 at 6%; with 50% employer match about $211,517 at 4% or $141,011 at 6%; with 100% employer match about $158,638 at 4% or $105,758 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-6$525,475$76,146$12,691iApproximate average salary by contribution assumption: employee only about $317,275 at 4% or $211,517 at 6%; with 50% employer match about $211,517 at 4% or $141,011 at 6%; with 100% employer match about $158,638 at 4% or $105,758 at 6%.
201015$435,560$65,197$13,039iApproximate average salary by contribution assumption: employee only about $325,985 at 4% or $217,323 at 6%; with 50% employer match about $217,323 at 4% or $144,882 at 6%; with 100% employer match about $162,993 at 4% or $108,662 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-5$435,560$65,197$13,039iApproximate average salary by contribution assumption: employee only about $325,985 at 4% or $217,323 at 6%; with 50% employer match about $217,323 at 4% or $144,882 at 6%; with 100% employer match about $162,993 at 4% or $108,662 at 6%.
200915$325,503$63,824$12,765iApproximate average salary by contribution assumption: employee only about $319,120 at 4% or $212,747 at 6%; with 50% employer match about $212,747 at 4% or $141,831 at 6%; with 100% employer match about $159,560 at 4% or $106,373 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-5$325,503$63,824$12,765iApproximate average salary by contribution assumption: employee only about $319,120 at 4% or $212,747 at 6%; with 50% employer match about $212,747 at 4% or $141,831 at 6%; with 100% employer match about $159,560 at 4% or $106,373 at 6%.
200814$198,290$86,266$21,567iApproximate average salary by contribution assumption: employee only about $539,163 at 4% or $359,442 at 6%; with 50% employer match about $359,442 at 4% or $239,628 at 6%; with 100% employer match about $269,581 at 4% or $179,721 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-4$198,290$86,266$21,567iApproximate average salary by contribution assumption: employee only about $539,163 at 4% or $359,442 at 6%; with 50% employer match about $359,442 at 4% or $239,628 at 6%; with 100% employer match about $269,581 at 4% or $179,721 at 6%.
200715$232,846$65,033$13,007iApproximate average salary by contribution assumption: employee only about $325,165 at 4% or $216,777 at 6%; with 50% employer match about $216,777 at 4% or $144,518 at 6%; with 100% employer match about $162,583 at 4% or $108,388 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-5$232,846$65,033$13,007iApproximate average salary by contribution assumption: employee only about $325,165 at 4% or $216,777 at 6%; with 50% employer match about $216,777 at 4% or $144,518 at 6%; with 100% employer match about $162,583 at 4% or $108,388 at 6%.
200614$170,023$55,529$13,882iApproximate average salary by contribution assumption: employee only about $347,056 at 4% or $231,371 at 6%; with 50% employer match about $231,371 at 4% or $154,247 at 6%; with 100% employer match about $173,528 at 4% or $115,685 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-4$170,023$55,529$13,882iApproximate average salary by contribution assumption: employee only about $347,056 at 4% or $231,371 at 6%; with 50% employer match about $231,371 at 4% or $154,247 at 6%; with 100% employer match about $173,528 at 4% or $115,685 at 6%.
200513$93,187$38,793$12,931iApproximate average salary by contribution assumption: employee only about $323,275 at 4% or $215,517 at 6%; with 50% employer match about $215,517 at 4% or $143,678 at 6%; with 100% employer match about $161,638 at 4% or $107,758 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-3$93,187$38,793$12,931iApproximate average salary by contribution assumption: employee only about $323,275 at 4% or $215,517 at 6%; with 50% employer match about $215,517 at 4% or $143,678 at 6%; with 100% employer match about $161,638 at 4% or $107,758 at 6%.
200413$51,028$28,644$9,548iApproximate average salary by contribution assumption: employee only about $238,700 at 4% or $159,133 at 6%; with 50% employer match about $159,133 at 4% or $106,089 at 6%; with 100% employer match about $119,350 at 4% or $79,567 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-3$51,028$28,644$9,548iApproximate average salary by contribution assumption: employee only about $238,700 at 4% or $159,133 at 6%; with 50% employer match about $159,133 at 4% or $106,089 at 6%; with 100% employer match about $119,350 at 4% or $79,567 at 6%.
200313$21,183$18,675$6,225iApproximate average salary by contribution assumption: employee only about $155,625 at 4% or $103,750 at 6%; with 50% employer match about $103,750 at 4% or $69,167 at 6%; with 100% employer match about $77,813 at 4% or $51,875 at 6%.
Sather Financial Group Inc. 401(K) Retirement Savings Plan-3$21,183$18,675$6,225iApproximate average salary by contribution assumption: employee only about $155,625 at 4% or $103,750 at 6%; with 50% employer match about $103,750 at 4% or $69,167 at 6%; with 100% employer match about $77,813 at 4% or $51,875 at 6%.